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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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104 results found

  1. Add new public API to download a PDF version of a Template

    From the API there is no way to download a PDF format of a Template

    5 votes

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    0 comments  ·  API  ·  Admin →
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  2. Hide columns in pricing table via API

    Add the option to hide the columns in pricing table via API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  3. API: generate session ID for draft document

    Option to generate session ID for draft document

    6 votes

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  4. Replace unfilled variables with blanks when creating docs via API

    5 votes

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  5. API & Webhooks for Advanced Quotes

    8 votes

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  6. Ability to set date field validation (any, future, past) from PDF via API

    Using your api we upload a pdf with fields that are set automatically, it would be useful to set the date field to accept only future dates. Using your UI we can manually do that when creating a document from a template via API, but there is no specific syntax to do it via the PDF in the API.

    8 votes

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  7. API Improvement (total value added to this endpoint to reduce API calls)

    total value added to this endpoint to reduce API calls

    3 votes

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    1 comment  ·  API  ·  Admin →
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  8. Expand the interoperability of suggested edits ( comments ) and API

    • Add a unique identity to every comment (GUID)
      • Add all Comments to the "Get Document Details" API Payload
      • Add all Comments to the Webhook Payload
      • Add new Webhook events for when comments are added, updated, or deleted
      • Add new Activity Log entries every time a comment is added, updated, or deleted. Through settings, allow these new entries to be turned on or off, leaving it off by default
      • Add options to the PDF Download feature that allows for showing or hiding Comments, for both API and UI
      • Add features to perform bulk actions on all Comments for Resolve or Clear/Delete,…
    5 votes

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    1 comment  ·  API  ·  Admin →
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  9. view value on signature field via API

    3 votes

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    1 comment  ·  API  ·  Admin →
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  10. Filter manually completed documents via API call

    filter out manually completed documents from the GET documents API call?

    3 votes

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    1 comment  ·  API  ·  Admin →
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  11. Stripe API to Existing Products and Customers

    Is there any way for your system to connect to existing products and customers within Stripe rather than having to recreate these within PandaDocs? If so, then we essentially have duplicates of all this data in Stripe...

    9 votes

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    1 comment  ·  API  ·  Admin →
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  12. [Portuguese/Brazil] Recipient localization for documents created via API

    subject line is not included in the translation

    4 votes

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    0 comments  ·  API  ·  Admin →
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  13. [API] Ability to populate the content with both Variables or Fields

    As of now the ability to populate the content with variables is available in https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template#structure-your-document-details, but not when including fields.

    When the fields are inside the template itself they populate successfully with the values provided, However, in the smart content block the values are not populating.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  14. (API) Add option to CREATE that allows for auto SEND

    In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality

    2 votes

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    0 comments  ·  API  ·  Admin →
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  15. Expand the properties of fields available to the API: make fields required / non-required via API

    Allow setting of required/not-required or assign owner of a field on document create.

    13 votes

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  16. [Catalog] Ability to upload image via API instead of using the image URL

    Ability to upload image via API instead of using the image URL.

    2 votes

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  17. Set pricing table currency upon document creation via API

    Specify the currency for the pricing table in the document when creating the document via API

    7 votes

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    1 comment  ·  API  ·  Admin →
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  18. General API key

    Option to get one centralized API key for all workspaces

    10 votes

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    1 comment  ·  API  ·  Admin →
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  19. Ability to export document analytics via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  20. Option to duplicate blocks via API

    1 vote

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